Free Intake Audit

Find out where your firm is losing prospective clients.

One form. Reviewed by a human. Written report within 2 business days.

Section A: Firm Basics
How many attorneys at your firm?
Primary practice area (select all that apply)
Section B: Current Setup
Which of these tools are part of your intake or client-conversion process today?
Which tools are you using today?
How does your firm handle calls that come in after hours?
Who handles intake at your firm?
Section C: Intake Reality
Biggest intake challenge right now
Approx. how many new leads per month?
How fast do you typically follow up with new leads?
What typically happens after a new lead first reaches your firm?
Section D: What's Breaking

Your responses are used only to build your audit. Never shared or sold. How we evaluate & make recommendations →

After You Submit

What Happens Next

  1. 01
    Submit the form

    Takes about 5 minutes. Your responses are used only to build your audit. Never shared or sold.

  2. 02
    We review your firm's situation

    A person reads your responses and analyzes your intake process, current tools, and follow-up workflows against your firm type and practice area. Not automated.

  3. 03
    You receive a written report

    Within 2 business days: a prioritized list of gaps, specific platform recommendations, and a suggested action order. We'll include a brief follow-up offer. No pressure either way.

Frequently Asked Questions

Prefer to start with a call?

Some firms prefer a live conversation before filling out any form. A 30-minute strategy call covers the same ground. It's a different starting point, not a better one. Both are free.

Book a Free Strategy Call

30 minutes. No sales pitch.